Purchases and Sales Made in Q3 2024 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 2000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.49K- 18.77% |
$1.3M - $1.46M
|
28.1K
$6.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-6.5K- 73.18% |
$1.3M - $1.46M
|
2.38K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-6.85K- 83.9% |
$1.38M - $1.54M
|
1.31K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6.91K- 24.39% |
$1.39M - $1.55M
|
21.4K
$4.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-6.95K- 66.74% |
$1.4M - $1.56M
|
3.46K
$743K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.96K- 0.82% |
$1.4M - $1.56M
|
846K
$182M
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-7.01K- 41.53% |
$1.41M - $1.57M
|
9.87K
$2.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.16K- 2.69% |
$1.44M - $1.61M
|
259K
$55.5M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-7.46K- 52.67% |
$1.5M - $1.67M
|
6.7K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.69K- 16.71% |
$1.54M - $1.73M
|
38.3K
$8.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-7.93K- 1.69% |
$1.59M - $1.78M
|
461K
$99M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-8.03K- 15.96% |
$1.61M - $1.8M
|
42.3K
$9.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.26K- 0.26% |
$1.66M - $1.85M
|
3.13M
$672M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-8.47K- 7.53% |
$1.7M - $1.9M
|
104K
$22.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-8.6K- 35.41% |
$1.73M - $1.93M
|
15.7K
$3.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.79K- 9.78% |
$1.77M - $1.97M
|
81.1K
$17.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8.92K- 18.08% |
$1.79M - $2M
|
40.4K
$8.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-9.25K- 67.27% |
$1.86M - $2.08M
|
4.5K
$966K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9.43K- 18.11% |
$1.89M - $2.12M
|
42.7K
$9.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-9.85K- 1.18% |
$1.98M - $2.21M
|
827K
$178M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-10K- 41.3% |
$2.01M - $2.25M
|
14.2K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Perbak Capital Partners LLP
London, X0 |
SELL
|
- |
-10.2K- 40.02% |
$2.04M - $2.28M
|
15.2K
$3.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-10.6K- 63.87% |
$2.13M - $2.39M
|
6.01K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-11K- 64.67% |
$2.21M - $2.47M
|
6K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-11K- 7.69% |
$2.21M - $2.47M
|
132K
$28.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-11.3K- 60.72% |
$2.26M - $2.53M
|
7.29K
$1.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.4K- 20.72% |
$2.29M - $2.56M
|
43.6K
$9.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11.6K- 50.94% |
$2.34M - $2.61M
|
11.2K
$2.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-11.9K- 28.57% |
$2.4M - $2.68M
|
29.9K
$6.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.2K- 39.69% |
$2.45M - $2.73M
|
18.5K
$3.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Investment Management, LLC
|
SELL
|
- |
-12.3K- 51.32% |
$2.46M - $2.75M
|
11.6K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-12.5K- 38.2% |
$2.51M - $2.81M
|
20.2K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-12.7K- 4.09% |
$2.55M - $2.85M
|
298K
$63.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.8K- 5.33% |
$2.57M - $2.88M
|
227K
$48.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.3K- 4.77% |
$2.66M - $2.98M
|
265K
$56.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-13.6K- 3.88% |
$2.74M - $3.06M
|
338K
$72.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-13.9K- 46.0% |
$2.78M - $3.11M
|
16.3K
$3.49M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-14K- 77.54% |
$2.82M - $3.15M
|
4.06K
$871K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.1K- 2.45% |
$2.83M - $3.16M
|
561K
$120M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-14.1K- 15.43% |
$2.83M - $3.16M
|
77.2K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.4K- 2.19% |
$2.89M - $3.23M
|
642K
$138M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-14.4K- 5.54% |
$2.9M - $3.24M
|
246K
$52.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-14.9K- 22.55% |
$3M - $3.35M
|
51.3K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-15.1K- 85.07% |
$3.04M - $3.39M
|
2.65K
$569K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-15.2K- 20.73% |
$3.05M - $3.41M
|
58.1K
$12.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-15.5K- 81.69% |
$3.11M - $3.47M
|
3.47K
$744K
|
|
|
Nov 13, 2024
Q3 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-16.1K- 10.7% |
$3.23M - $3.61M
|
134K
$28.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-16.5K- 44.17% |
$3.32M - $3.71M
|
20.9K
$4.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-16.6K- 41.39% |
$3.34M - $3.74M
|
23.6K
$5.06M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-17.2K- 10.33% |
$3.46M - $3.86M
|
149K
$32M
|